OneAscent Financial Services LLC group of 4 filers holding More: the full row for OneAscent Financial Services LLC 50,824 $18.2M +535 Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 50,708 $18.1M 0.64% -1,380 13F-HR Timeline Martin Investment Management, LLC More: the full row for Martin Investment Management, LLC 50,682 $18.1M 6.05% -13,050 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 50,520 $18.1M 1.89% -6,875 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 50,499 $18M 1.22% -26,154 13F-HR Timeline Seneca House Advisors More: the full row for Seneca House Advisors 50,466 $18M 6.38% -3,983 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 50,419 $18M 3.74% -2,025 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 50,353 $18M 1.86% -17,098 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 50,255 $18M 4.94% +50 13F-HR Timeline Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 50,230 $18M 1.68% +4,956 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 50,205 $17.9M 1.94% -467 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 50,035 $17.9M 6% -2,420 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 50,034 $17.9M 0.21% -26,003 13F-HR Timeline RBF Capital, LLC More: the full row for RBF Capital, LLC 50,000 $17.9M 0.75% 0 13F-HR Timeline Telemark Asset Management, LLC More: the full row for Telemark Asset Management, LLC 50,000 $17.9M 1.29% 0 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 49,957 $17.9M 1.1% +953 13F-HR Timeline AVITY INVESTMENT MANAGEMENT INC. More: the full row for AVITY INVESTMENT MANAGEMENT INC. 49,885 $17.8M 1.14% +154 13F-HR Timeline Security National Bank More: the full row for Security National Bank 49,838 $17.8M 2.13% +2,307 13F-HR Timeline Willis Investment Counsel More: the full row for Willis Investment Counsel 49,797 $17.8M 0.85% +9,120 13F-HR Timeline Premier Fund Managers Ltd More: the full row for Premier Fund Managers Ltd 50,330 $17.8M 1.61% +12,161 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 49,729 $17.8M 3.39% -3,463 13F-HR/A Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 49,676 $17.8M 0.13% -7,484 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 49,500 $17.7M 0.85% +1,434 13F-HR Timeline Jacobi Capital Management LLC More: the full row for Jacobi Capital Management LLC 49,470 $17.7M 0.86% -209 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 49,445 $17.7M 1.04% +1,400 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 49,453 $17.6M 0.71% -724 13F-HR Timeline Group Summerhill Capital Management lnc. More: the full row for Summerhill Capital Management lnc. 49,349 $17.6M 14.08% -861 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 49,338 $17.6M 4.73% -64 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 49,269 $17.6M 1.09% +131 13F-HR Timeline Hedeker Wealth, LLC More: the full row for Hedeker Wealth, LLC 49,243 $17.6M 3.36% -492 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 21,181 $17.6M 0.59% -2,010 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 49,121 $17.6M 2.28% +371 13F-HR Timeline Oak Harvest Investment Services More: the full row for Oak Harvest Investment Services 49,006 $17.5M 1.64% +2,385 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 48,993 $17.5M 4.4% -3,697 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 48,980 $17.5M 2.3% -13,181 13F-HR/A Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 48,905 $17.5M 3.59% +5,645 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 48,871 $17.5M 2.04% +2,290 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 48,831 $17.5M 2.25% +327 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 48,614 $17.4M 2.06% +8,238 13F-HR Timeline WISCONSIN CAPITAL MANAGEMENT LLC More: the full row for WISCONSIN CAPITAL MANAGEMENT LLC 48,576 $17.4M 8.24% -1,110 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 48,510 $17.3M 6.96% -10,521 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 48,482 $17.3M 0.46% -8,395 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 48,472 $17.3M 3.31% -1,342 13F-HR Timeline MCRAE CAPITAL MANAGEMENT INC More: the full row for MCRAE CAPITAL MANAGEMENT INC 48,452 $17.3M 3.41% -1,691 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 48,398 $17.3M 0.84% +1,004 13F-HR Timeline Congress Park Capital LLC More: the full row for Congress Park Capital LLC 48,282 $17.3M 4.66% -270 13F-HR Timeline INTRUST BANK NA More: the full row for INTRUST BANK NA 48,241 $17.2M 1.27% +55 13F-HR Timeline POSTROCK PARTNERS LLC More: the full row for POSTROCK PARTNERS LLC 48,158 $17.2M 7% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 48,143 $17.2M 0.77% +1,043 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 48,072 $17.2M 0.46% -415 13F-HR Timeline LOUNTZIS ASSET MANAGEMENT, LLC More: the full row for LOUNTZIS ASSET MANAGEMENT, LLC 48,053 $17.2M 5.43% -47 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 48,000 $17.2M 2.9% -1,240 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 47,985 $17.1M 2.32% +251 13F-HR Timeline TBH Global Asset Management, LLC More: the full row for TBH Global Asset Management, LLC 47,861 $17.1M 3.13% +181 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 47,821 $17.1M 0.97% +858 13F-HR/A Timeline HARBOR ADVISORY CORP /MA/ More: the full row for HARBOR ADVISORY CORP /MA/ 47,634 $17M 4.55% -4,667 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 47,667 $17M 5.46% +1,769 13F-HR Timeline ZEVIN ASSET MANAGEMENT LLC More: the full row for ZEVIN ASSET MANAGEMENT LLC 47,537 $17M 2.38% -6,930 13F-HR Timeline Stenger Family Office, LLC More: the full row for Stenger Family Office, LLC 47,428 $16.9M 2.7% -4,316 13F-HR Timeline Geneva Partners, LLC More: the full row for Geneva Partners, LLC 47,371 $16.9M 4.51% +65 13F-HR Timeline Reliant Investment Management, LLC More: the full row for Reliant Investment Management, LLC 47,312 $16.9M 6.03% -633 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47,244 $16.9M 2.22% +170 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 47,148 $16.8M 4.13% -5,787 13F-HR Timeline Canal Capital Management, LLC More: the full row for Canal Capital Management, LLC 47,031 $16.8M 2.05% -3,470 13F-HR Timeline Community Bank & Trust, Waco, Texas More: the full row for Community Bank & Trust, Waco, Texas 47,014 $16.8M 3.03% -439 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 46,971 $16.8M 1.07% -892 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 46,870 $16.7M 2.57% -8,602 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 46,826 $16.7M 2.03% -3,450 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 46,830 $16.7M 1.93% +32,876 13F-HR Timeline Nicollet Investment Management, Inc. More: the full row for Nicollet Investment Management, Inc. 46,782 $16.7M 5.16% +524 13F-HR Timeline Magellan Asset Management Ltd in group Magellan Asset Management Ltd More: the full row for Magellan Asset Management Ltd 46,773 $16.7M 0.37% -629,644 13F-HR Timeline Group Strong Tower Advisory Services More: the full row for Strong Tower Advisory Services 46,706 $16.7M 2.99% -624 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 46,669 $16.7M 7.57% -175 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 46,656 $16.7M 0.44% -548 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 46,646 $16.7M 2.82% +8,373 13F-HR Timeline SCOPUS ASSET MANAGEMENT, L.P. More: the full row for SCOPUS ASSET MANAGEMENT, L.P. 46,600 $16.7M 0.39% -89,975 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 46,362 $16.6M 9.16% -648 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 46,429 $16.6M 1.05% +1,126 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 46,405 $16.6M 6.11% 0 13F-HR Timeline PBCay One RSC Ltd More: the full row for PBCay One RSC Ltd 46,376 $16.6M 0.99% -183,678 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 46,321 $16.6M 2.53% -6,339 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 46,311 $16.6M 0.71% +2,991 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 46,676 $16.5M 1.81% +2,467 13F-HR Timeline Black Creek Investment Management Inc. More: the full row for Black Creek Investment Management Inc. 46,231 $16.5M 0.93% -13,763 13F-HR Timeline Spear Holdings RSC Ltd More: the full row for Spear Holdings RSC Ltd 46,229 $16.5M 0.98% -183,825 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 46,210 $16.5M 3.06% 0 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 46,026 $16.4M 2.74% +583 13F-HR Timeline Baldwin Investment Management, LLC More: the full row for Baldwin Investment Management, LLC 45,918 $16.4M 1.59% +12,464 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 45,918 $16.4M 0.38% -79,785 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 45,860 $16.4M 3.3% +5,874 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 45,647 $16.3M 1.44% +46 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 45,522 $16.3M 0.82% -18,396 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 45,380 $16.2M 1.61% +3,847 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 45,327 $16.2M 3.63% +2,153 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 45,247 $16.2M 1.34% -3,704 13F-HR Timeline Group Glass Wealth Management Co LLC More: the full row for Glass Wealth Management Co LLC 45,186 $16.1M 5.41% +1,151 13F-HR Timeline Jessup Wealth Management, Inc More: the full row for Jessup Wealth Management, Inc 45,182 $16.1M 4.82% -7,860 13F-HR Timeline Torray Investment Partners LLC More: the full row for Torray Investment Partners LLC 45,093 $16.1M 2.17% -1,277 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 45,055 $16.1M 6.34% -4,762 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 45,047 $16.1M 0.99% -1,514 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 44,991 $16.1M 3.16% -255 13F-HR/A Timeline Triavera Capital LLC More: the full row for Triavera Capital LLC 44,974 $16.1M 8.74% +1,478 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 44,960 $16.1M 1.63% +4,340 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 44,951 $16.1M 4.19% -470 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 44,885 $16M 1.42% +7,086 13F-HR Timeline Family Capital Trust Co More: the full row for Family Capital Trust Co 44,769 $16M 5.2% -7,332 13F-HR/A Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 44,570 $15.9M 4.43% -873 13F-HR Timeline Forum Finance Group S.A. More: the full row for Forum Finance Group S.A. 55,141 $15.9M 5.73% +4,626 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 44,557 $15.9M 6.88% -2,013 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 44,491 $15.9M 3.27% -7,946 13F-HR/A Timeline The filing omitted confidential holdings, a later amendment may add them. PDS Planning, Inc More: the full row for PDS Planning, Inc 44,471 $15.9M 0.92% +790 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 44,406 $15.9M 0.63% -1,353 13F-HR Timeline United Bank More: the full row for United Bank 44,306 $15.8M 4.81% -581 13F-HR Timeline Everest Private Wealth More: the full row for Everest Private Wealth 44,289 $15.8M 5.91% +687 13F-HR Timeline RDA Financial Network More: the full row for RDA Financial Network 44,277 $15.8M 3.45% -4,787 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 44,267 $15.8M 1.57% +1,453 13F-HR Timeline MITCHELL MCLEOD PUGH & WILLIAMS INC More: the full row for MITCHELL MCLEOD PUGH & WILLIAMS INC 44,253 $15.8M 1.94% +3,638 13F-HR Timeline Aristides Capital LLC More: the full row for Aristides Capital LLC 44,118 $15.8M 4.03% -1,800 13F-HR Timeline HERALD INVESTMENT MANAGEMENT Ltd More: the full row for HERALD INVESTMENT MANAGEMENT Ltd 44,100 $15.7M 2.14% 0 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 44,038 $15.7M 6.6% -339 13F-HR Timeline SCHOLTZ & COMPANY, LLC More: the full row for SCHOLTZ & COMPANY, LLC 44,010 $15.7M 7.85% -2,865 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 43,897 $15.7M 0.89% -105 13F-HR Timeline Kentucky Farm Bureau Mutual Insurance Co More: the full row for Kentucky Farm Bureau Mutual Insurance Co 43,800 $15.7M 4.34% 0 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 43,774 $15.6M 3.74% -2,213 13F-HR Timeline Elefante Mark B More: the full row for Elefante Mark B 43,733 $15.6M 6.73% +1,897 13F-HR Timeline Agate Pass Investment Management, LLC More: the full row for Agate Pass Investment Management, LLC 43,706 $15.6M 5.76% -5,336 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 43,698 $15.6M 5.4% +9,473 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 43,634 $15.6M 1.81% +1,246 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 43,632 $15.6M 1.18% -1,998 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 43,609 $15.6M 2.94% -3,283 13F-HR Timeline SFE Investment Counsel More: the full row for SFE Investment Counsel 43,607 $15.6M 2.15% -1,993 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 43,589 $15.6M 1.21% +1,428 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 43,587 $15.6M +25,934 Timeline SONA ASSET MANAGEMENT (US) LLC in group SONA ASSET MANAGEMENT (US) LLC More: the full row for SONA ASSET MANAGEMENT (US) LLC 43,520 $15.6M 0.58% new 13F-HR Timeline Group TRUST POINT INC. More: the full row for TRUST POINT INC. 43,506 $15.5M 1.32% +3,001 13F-HR Timeline Flagship Capital Management Inc. More: the full row for Flagship Capital Management Inc. 43,409 $15.5M 9.79% -105 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 43,406 $15.5M 3.43% -710 13F-HR Timeline Mathes Company, Inc. More: the full row for Mathes Company, Inc. 43,299 $15.5M 4.81% +450 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 43,174 $15.4M 3.27% -123 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 43,130 $15.4M 0.55% +26,203 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 42,659 $15.4M 3.11% -327 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 43,100 $15.4M 2.9% -1,200 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 43,072 $15.4M 2.74% -932 13F-HR Timeline Concentric Capital Strategies, LP More: the full row for Concentric Capital Strategies, LP 43,070 $15.4M 0.95% -12,271 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 43,013 $15.4M 0.96% +621 13F-HR Timeline KP Management LLC More: the full row for KP Management LLC 43,000 $15.4M 3.22% 0 13F-HR Timeline Engle Capital Management, L.P. More: the full row for Engle Capital Management, L.P. 42,968 $15.4M 4.22% +16,616 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 42,875 $15.3M 0.5% +29,417 13F-HR Timeline Group GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 42,848 $15.3M 1.86% +15,022 13F-HR Timeline Pine Ridge Advisers LLC More: the full row for Pine Ridge Advisers LLC 42,780 $15.3M 0.94% 0 13F-HR Timeline Consolidated Portfolio Review Corp More: the full row for Consolidated Portfolio Review Corp 42,780 $15.3M 1.27% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 42,704 $15.3M 3.51% +1,307 13F-HR Timeline LIGHT STREET CAPITAL MANAGEMENT, LLC More: the full row for LIGHT STREET CAPITAL MANAGEMENT, LLC 42,650 $15.2M 1.79% +150 13F-HR Timeline Game Creek Capital, LP More: the full row for Game Creek Capital, LP 42,575 $15.2M 6.57% -6,690 13F-HR Timeline HARRELL INVESTMENT PARTNERS, LLC More: the full row for HARRELL INVESTMENT PARTNERS, LLC 42,574 $15.2M 3.3% +115 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 42,570 $15.2M 2.25% +19,346 13F-HR Timeline 1834 INVESTMENT ADVISORS CO More: the full row for 1834 INVESTMENT ADVISORS CO 42,521 $15.2M 1.72% +886 13F-HR Timeline ARISTEIA CAPITAL, L.L.C. More: the full row for ARISTEIA CAPITAL, L.L.C. 42,500 $15.2M 0.24% new 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 42,500 $15.2M 14% 0 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 42,460 $15.2M 5.18% -1,042 13F-HR Timeline NTV Asset Management LLC More: the full row for NTV Asset Management LLC 42,455 $15.2M 1.49% -630 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 42,404 $15.2M 1.28% +1,259 13F-HR Timeline Group San Luis Wealth Advisors LLC More: the full row for San Luis Wealth Advisors LLC 42,264 $15.1M 2.27% +1,393 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 42,249 $15.1M 1.46% -3 13F-HR Timeline Hyperion Capital Advisors LP More: the full row for Hyperion Capital Advisors LP 42,224 $15.1M 6.8% -22,685 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 42,179 $15.1M 3.98% -7,107 13F-HR Timeline CHARTER RESEARCH & INVESTMENT GROUP, IN… More: the full row for CHARTER RESEARCH & INVESTMENT GROUP, INC. 42,155 $15.1M 9.14% -260 13F-HR Timeline BANK OF HAWAII More: the full row for BANK OF HAWAII 42,144 $15.1M 0.74% -1,001 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 52,245 $15M 0.42% 0 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 42,008 $15M 2.22% +4,605 13F-HR Timeline ALTAROCK PARTNERS LP More: the full row for ALTAROCK PARTNERS LP 41,994 $15M 0.35% -1,397 13F-HR Timeline AIMZ Investment Advisors, LLC More: the full row for AIMZ Investment Advisors, LLC 41,959 $15M 4.13% -308 13F-HR Timeline FFG Partners, LLC More: the full row for FFG Partners, LLC 41,920 $15M 4.31% +150 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 41,052 $15M 4.62% -706 13F-HR Timeline CONSOLIDATED CAPITAL MANAGEMENT, LLC More: the full row for CONSOLIDATED CAPITAL MANAGEMENT, LLC 41,871 $15M 3.99% -13 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 41,796 $14.9M 3.22% -1,572 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 41,749 $14.9M 3.62% -81 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 41,701 $14.9M 2.01% +494 13F-HR Timeline Kurv Investment Management LLC More: the full row for Kurv Investment Management LLC 41,650 $14.9M 11.48% +5,096 13F-HR Timeline Royal Fund Management, LLC More: the full row for Royal Fund Management, LLC 41,555 $14.9M 1.24% new 13F-HR Timeline Performance Wealth Partners, LLC More: the full row for Performance Wealth Partners, LLC 41,510 $14.8M 0.37% +517 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 41,507 $14.8M 4.17% -728 13F-HR Timeline Zweig-DiMenna Associates LLC More: the full row for Zweig-DiMenna Associates LLC 41,450 $14.8M 1.34% -10,225 13F-HR Timeline PERRYMAN FINANCIAL ADVISORY INC /AD More: the full row for PERRYMAN FINANCIAL ADVISORY INC /AD 41,439 $14.8M 1.97% +251 13F-HR Timeline COLRAIN CAPITAL LLC More: the full row for COLRAIN CAPITAL LLC 41,430 $14.8M 5.01% -1,477 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 41,416 $14.8M 0.68% +1,007 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 40,639 $14.8M 8.36% +1,984 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 41,188 $14.7M 0.9% +4,925 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 41,137 $14.7M 4.71% +461 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 41,120 $14.7M 1.04% +542 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 41,106 $14.7M 2.78% +773 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 41,093 $14.7M 1.27% -1,222 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 41,061 $14.7M 2.2% -940 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 40,938 $14.6M 3.65% -1,986 13F-HR Timeline New England Research & Management, Inc. More: the full row for New England Research & Management, Inc. 40,825 $14.6M 5.68% -525 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 40,825 $14.6M 9.78% -440 13F-HR Timeline Bell Bank More: the full row for Bell Bank 40,741 $14.6M 0.56% +247 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 40,684 $14.5M 3.03% -2,621 13F-HR Timeline Huntleigh Advisors, Inc. 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